PAUL LAMBRECHT
Financial Adviser Β· Perth, WA
π Qualifications & Training
1995 - Bachelor of Business Major in Finance - Bachelor Degree (AQF 7) - Edith Cowan University
2000 - Graduate Diploma in Applied Finance and Investments - Graduate Diploma (AQF 8) - Securities Institute Australia
2009 - ASX Accredited Derivatives Adviser Leven Two - Certificate (AQF 1-4) - Kaplan Higher Education Pty Ltd
2011 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan Higher Education Pty Ltd
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Ltd
π’ Professional Memberships
Financial Services Institute of Australiasia
βΉοΈ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.